13F 机构持仓

IDUB ETF SER SOLUTIONS

APTUS INT ENH YL

持有机构数492026Q2
26Q126Q2
机构合计持股(股)24,334,6512026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q24924,334,651$6.69亿 523115$1.01亿
2026Q14720,657,119$5.12亿 916125$4,699.92万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Integrated Wealth Concepts LLC加仓$3,345.55万
Aptus Capital Advisors, LLC加仓$559.48万
Independent Advisor Alliance加仓$489.75万
Signal Advisors Wealth, LLC加仓$159.35万
Park Place Capital Corp加仓$138.72万
RFG Advisory, LLC新建仓$117.63万
ENVESTNET ASSET MANAGEMENT INC重新持有$112.49万
Prime Capital Investment Advisors, LLC加仓$108.10万
Second Line Capital, LLC加仓$86.63万
XY Planning Network, Inc.新建仓$24.54万
SWS Partners加仓$17.71万
Financial Guidance Group, Inc.加仓$14.80万
MARIPAU WEALTH MANAGEMENT LLC加仓$14.28万
John W. Brooker & Co., CPAs加仓$13.50万
Capital Investment Advisory Services, LLC新建仓$13.09万
Second Half Financial Partners, LLC加仓$12.93万
ONE PLUS ONE WEALTH MANAGEMENT, LLC加仓$10.02万
Farther Finance Advisors, LLC新建仓$9.66万
HARBOUR INVESTMENTS, INC.新建仓$8.39万
Regal Investment Advisors LLC加仓$7.11万

2026Q1 卖出最多

True Vision MN LLC清仓-$146.25万
SILVER OAK SECURITIES, INCORPORATED减仓-$122.38万
LPL Financial LLC减仓-$63.39万
Town Capital LLC减仓-$35.46万
Retirement Planning Group, LLC减仓-$32.98万
JANE STREET GROUP, LLC减仓-$31.51万
CITADEL ADVISORS LLC清仓-$30.02万
MBE Wealth Management, LLC减仓-$25.99万
Gladstone Institutional Advisory LLC清仓-$24.80万
Cushing Capital Partners, LLC减仓-$21.90万
Atria Investments, Inc减仓-$12.33万
Waterloo Capital, L.P.减仓-$9.71万
OPTIMA CAPITAL LLC清仓-$9.41万
RENASANT BANK减仓-$7.13万
OSAIC HOLDINGS, INC.减仓-$4.11万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC减仓-$9,128
Rockefeller Capital Management L.P.清仓-$5,620

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Aptus Capital Advisors, LLC7,347,676$1.81亿1.42%226,787加仓
Integrated Wealth Concepts LLC4,521,406$1.12亿0.89%1,356,121加仓
ENVESTNET ASSET MANAGEMENT INC1,672,878$4,126.99万0.01%45,599重新持有
Second Line Capital, LLC1,389,518$3,715.57万7.00%32,396加仓
Park Place Capital Corp1,094,649$2,700.50万5.41%56,231加仓
Waterloo Capital, L.P.973,021$2,400.44万1.69%-3,935减仓
6th Street Advisors, LLC566,369$1,397.23万8.79%——
SWS Partners546,125$1,347.29万3.14%7,180加仓
Signal Advisors Wealth, LLC347,866$858.19万0.59%64,591加仓
MBE Wealth Management, LLC322,521$795.66万3.30%-10,535减仓
Independent Advisor Alliance294,489$726.50万0.08%198,521加仓
SILVER OAK SECURITIES, INCORPORATED265,477$654.93万0.48%-49,605减仓
Prime Capital Investment Advisors, LLC184,920$456.20万0.05%43,818加仓
RENASANT BANK179,639$443.17万3.14%-2,889减仓
Regal Investment Advisors LLC128,969$318.17万0.18%2,882加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC125,607$309.87万1.31%4,062加仓
Cushing Capital Partners, LLC111,715$275.60万2.12%-8,879减仓
MARIPAU WEALTH MANAGEMENT LLC92,785$228.90万1.01%5,787加仓
Atria Investments, Inc89,922$221.84万0.02%-4,997减仓
Second Half Financial Partners, LLC72,395$178.60万0.80%5,241加仓
Lord & Richards Wealth Management, LLC68,491$168.97万1.48%2,284加仓
RFG Advisory, LLC47,681$117.63万0.02%47,681新建仓
LPL Financial LLC33,436$82.49万0.00%-25,695减仓
Talon Private Wealth, LLC31,361$77.37万0.10%——
OSAIC HOLDINGS, INC.22,420$55.31万0.00%-1,666减仓
Advisory Services Network, LLC20,498$50.57万0.01%1,565加仓
Town Capital LLC18,358$45.29万0.37%-14,373减仓
Financial Guidance Group, Inc.15,906$39.24万0.16%6,000加仓
John W. Brooker & Co., CPAs14,338$35.37万0.56%5,471加仓
XY Planning Network, Inc.9,727$24.54万0.04%9,727新建仓
Retirement Planning Group, LLC9,907$24.44万0.01%-13,366减仓
JANE STREET GROUP, LLC9,333$23.02万0.00%-12,774减仓
BOKF, NA5,721$14.11万0.00%0不变
Capital Investment Advisory Services, LLC5,306$13.09万0.01%5,306新建仓
WHITTIER TRUST CO4,794$12.03万0.00%0不变
Farther Finance Advisors, LLC3,829$9.66万0.00%3,829新建仓
HARBOUR INVESTMENTS, INC.3,402$8.39万0.00%3,402新建仓
GUARDIAN WEALTH ADVISORS, LLC / NC1,514$3.74万0.00%1,514新建仓
MORRIS FINANCIAL CONCEPTS, INC.1,380$3.40万0.01%0不变
O'SHAUGHNESSY ASSET MANAGEMENT, LLC605$1.49万0.00%-370减仓
SIGNATUREFD, LLC432$1.07万0.00%432新建仓
Allworth Financial LP330$8,1420.00%0不变
UBS Group AG171$4,2190.00%171新建仓
NewEdge Advisors, LLC121$2,9850.00%121新建仓
CoreCap Advisors, LLC102$2,5200.00%0不变
JPMORGAN CHASE & CO8$1910.00%0不变
MORGAN STANLEY1$420.00%0不变

内部人交易(Form 4)

IDUB 董事、高管和大股东的最新买卖申报。专业版可看 🔒